Orion Among the First in Wealthtech to Earn ISO 42001, the International AI Management System Standard
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Orion. (2026, June 29). Orion among the first in wealthtech to earn ISO 42001, the international AI management system standard. Business Wire. https://www.businesswire.com/news/home/20260629832926/en/Orion-Among-the-First-in-Wealthtech-to-Earn-ISO-42001-the-International-AI-Management-System-Standard
Orion announced it has achieved ISO/IEC 42001 certification, the first international standard for artificial intelligence management systems, following an independent third-party audit.
The certification validates the AI Management System that governs the Denali AI intelligence layer embedded across Orion's workflows, placing Orion among the first in wealthtech and the first known portfolio accounting provider to meet the standard.
ISO 42001 sets requirements for how organizations establish, maintain, and continually improve AI governance across its lifecycle, including risk assessment, transparency, data governance, oversight of third-party AI providers, and human oversight.
CEO Natalie Wolfsen said the certification is independent validation that Orion has the right policies for using AI, a rigorous process for vetting AI providers, and the controls to ensure AI-produced materials meet a high standard of quality.
In Orion's 2026 Advisor Wealthtech Survey, advisors named AI and automation the number one force multiplier for firm growth, while only one in ten reported using advanced AI capabilities and nearly a quarter had no AI tools in place.
Reed Colley, President of Orion Advisor Technology, said 2026 represents the company's largest R&D investment ever, focused squarely on AI embedded directly into the workflows advisors use every day.
As of March 31, 2026, Orion services USD 5.9 trillion in assets under administration and USD 185 billion of wealth management platform assets, supports more than 8.3 million technology accounts, and reports that 17 of the top 20 Barron's RIA firms rely on its technology.